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Create a Bkper Bank Connection
Create a Bkper Bank Connection

Record transactions on your book as they happen on your bank account

Updated over a week ago

Bkper Bank Connections allow you to connect directly to your Financial Institution (banks, credit card operators, credit unions etc) and record the transactions on your book as they happen at the Financial Institution (FI).

Bkper integrates with FI in North America and Europe via Plaid.com and In Brazil with Pluggy.ai.

Bkper Bank Connection

Bkper Bank Connections consists of two parts.

The first part is the User Connection, which consists of the authentication and authorization to connect to a FI by a specific user.

The second part is the Book Integration that tells Bkper where to record the data that comes from the FI.

A Professional, for example, shares a book with its client who creates the bank connection, without sharing any credentials with the professional. Once that connection is established the Professional can integrate that connection with a specific Account on a Book to record the transactions that come from this client's User Connection.

The user, which does not have to be the book owner, has control over the credentials and can disconnect whenever he or she wants to.

Create a Bank Connection

  1. Sign in to Bkper.

  2. Open your book.

  3. Click Bkper Settings Menu button (⚙️).

  4. Select 'Automations'.

  5. Click On Banks (on the left)

  6. Click On your Country in Green

  7. On the pop up select your Bank.

  8. Go through the Authentication & Authorization Flow.

    (This flow differs per country and per bank)

Create a Bank Integration

  1. Sign in to Bkper.

  2. Open your book.

  3. Click Bkper Settings Menu button (⚙️).

  4. Select 'Automations'.

  5. Click on User Connections (on the left)

  6. Click on the User Connection.

  7. Click on Link Account on a specific account of this FI

    The Book Integration opens

  8. Select or Create the Account to associate with this FI account

  9. Select a Period to retrieve transactions from this FI account

  10. Press Save Integration.

Notes

It can take some time (~48 hours) for Transactions from a FI to appear on your book.

The larger the period of historical data you select, the longer it can take (up to two days) for those transactions to appear on your book. This is because the data has to be gathered, checked and prepared to be send from the FI.

In some case historical data it is not supported by the FI, in this case you have to import the historical data.

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